Unit 3 Strands Barn, Strands Farm Lane, Hornby, Lancaster, LA2 8JF

01524 889 510

Discretionary Investment Management

Discretionary Investment ManagementDiscretionary Investment Management

Our Services

Our offering

Professional Partners

Our offering

We manage portfolios that consist of money held in general investment accounts, ISAs, SIPPs, SSASs and Offshore Bonds.

Who we help

Professional Partners

Our offering

We manage money for individuals, families, pension funds, companies, charities and trusts.

Professional Partners

Professional Partners

Professional Partners

We work in partnership with our clients' financial advisers, accountants and solictors. 

Communication

Operational Strength

Professional Partners

We encourage regular meetings and you will have access to the person managing your investments directly.


You will receive quarterly valuation reports and where appropriate, annual CGT and income tax reports.


We also provide secure online access for you to view your portfolio online via Investor Access™. This includes the ability to view the last two years transactions. You will be able to see the most up to date information on your portfolio 24 hours a day, 7 days a week-via any computer, smart phone or tablet*.

Operational Strength

Operational Strength

Operational Strength

Our service is complemented by our relationship with Raymond James Investment Services (Raymond James) who provide full compliance and regulatory oversight, FCA authorisation, access to institutional research, comprehensive reporting and smooth administration of your account - all of this underpinned by a financially sound foundation. Raymond James has over £10bn client assets in the UK and $774bn worldwide.


Under a contract for services with Raymond James, we can concentrate on what we do best; client relationships and managing investment portfolios.

Security of Assets

Operational Strength

Operational Strength

Pershing Securities Limited act as custodian for our clients’ investments. Pershing is part of the Bank of New York Mellon Corporation, a global investments company with a presence in six continents, 35 countries and administers over $35.2 trillion in global client assets.


Safeguarding your assets ranks among our highest priorities. In addition to choosing a financially sound and stable custodian, if you are eligible, your cash and investments also benefit from the UK’s Financial Services Compensation Scheme (FSCS). Further information can be found here: 

www.fscs.org.uk

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Lunesdale Investment Managers is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657. Registered Office: Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY. www.raymondjames.uk.com

Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.


*Pricing related data is updated within Investor Access™ each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date. Raymond James is a registered trademark of Raymond James Financial, Inc.